PlannerPal
HQ Address
The Core Bath Lane, Newcastle Helix, London, NE4 5TF, United Kingdom
Website Address
Business introduction
The Financial Planner's AI Assistant
Save time. Serve more clients
We believe that AI can transform the financial advice industry.
It will not replace the vital relationship between client and adviser, but it will help wealth managers to expand their reach. Most advisers spend over 40% of their time on admin. This often means additional staff to help with creating and managing documentation and records.
We’ve created Planner Pal to help financial advisers and their teams to:
- Grow their businesses
- Spend more time on high-impact activities
- Manage client data and AI securely
